Viant Technology（DSP）株式概要
Viant Technology Inc.は、コネクテッドTV（CTV）、ストリーミング・オーディオ、デジタル・アウト・オブ・ホーム、モバイル、デスクトップなど、複数のチャンネルにおけるデジタル広告のプログラマティック購入を可能にするクラウドベースのデマンド・サイド・プラットフォーム（DSP）を運営している。 詳細
DSP Community Fair Values
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Viant Technology Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$11.24 |
| 52週高値 | US$15.18 |
| 52週安値 | US$8.11 |
| ベータ | 1.04 |
| 1ヶ月の変化 | 0.45% |
| 3ヶ月変化 | -1.92% |
| 1年変化 | -11.50% |
| 3年間の変化 | 157.21% |
| 5年間の変化 | -62.48% |
| IPOからの変化 | -76.45% |
最新ニュース
Seeking Alpha • Jun 17
Viant: Temporary Pullback Creates Compelling Entry. Buy Rating Maintained
Summary Viant remains a buy with a $14 FY 2026 target, offering 23% upside from current levels. Robust Q1 fundamentals: 25% YoY revenue growth, narrowing GAAP net loss, and 80% YoY surge in adjusted EBITDA to $9.8M. The rollout of Outcome, DSP’s autonomous AI-powered ad tool, is a key catalyst, driving budget shifts from search/social to CTV. Risks include thin margins, increased client concentration, and early-stage Outcome adoption, but sentiment-driven pullback presents an attractive entry. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 10
DSP: Connected TV And Addressable Identity Will Support Future Upside Potential
Analysts have nudged Viant Technology's fair value estimate slightly lower to about $21.22 from roughly $21.38, citing updated assumptions for revenue growth, profit margins, the discount rate, and future P/E multiples following recent price target increases at firms such as B. Riley and DA Davidson.
ナラティブの更新 • May 27
DSP: Connected TV Ad Spend And Addressability Tools Will Support Future Upside
Analysts have raised the Viant Technology price target from $14.50 to $16.00 after Street research cited strong Q4 results, record CTV ad spend, wider use of addressability tools and ViantAI, and fresh Buy-rated coverage focused on the company’s connected TV positioning. Analyst Commentary Recent research has highlighted both the strengths and the open questions around Viant Technology, giving you a mix of signals to weigh.Recent updates
Seeking Alpha • Jun 17
Viant: Temporary Pullback Creates Compelling Entry. Buy Rating Maintained
Summary Viant remains a buy with a $14 FY 2026 target, offering 23% upside from current levels. Robust Q1 fundamentals: 25% YoY revenue growth, narrowing GAAP net loss, and 80% YoY surge in adjusted EBITDA to $9.8M. The rollout of Outcome, DSP’s autonomous AI-powered ad tool, is a key catalyst, driving budget shifts from search/social to CTV. Risks include thin margins, increased client concentration, and early-stage Outcome adoption, but sentiment-driven pullback presents an attractive entry. Read the full article on Seeking Alphaナラティブの更新 • Jun 10
DSP: Connected TV And Addressable Identity Will Support Future Upside Potential
Analysts have nudged Viant Technology's fair value estimate slightly lower to about $21.22 from roughly $21.38, citing updated assumptions for revenue growth, profit margins, the discount rate, and future P/E multiples following recent price target increases at firms such as B. Riley and DA Davidson.ナラティブの更新 • May 27
DSP: Connected TV Ad Spend And Addressability Tools Will Support Future Upside
Analysts have raised the Viant Technology price target from $14.50 to $16.00 after Street research cited strong Q4 results, record CTV ad spend, wider use of addressability tools and ViantAI, and fresh Buy-rated coverage focused on the company’s connected TV positioning. Analyst Commentary Recent research has highlighted both the strengths and the open questions around Viant Technology, giving you a mix of signals to weigh.分析記事 • May 18
Viant Technology's (NASDAQ:DSP) Solid Earnings Are Supported By Other Strong Factors
Viant Technology Inc.'s ( NASDAQ:DSP ) earnings announcement last week was disappointing for investors, despite the...
ナラティブの更新 • May 07
DSP: Cookieless CTV Addressability And Automation Will Drive Future Share Recovery
Narrative Update on Viant Technology The analyst price target for Viant Technology has moved modestly higher to $17.50, with analysts pointing to stronger assumptions for revenue growth and profit margins, supported by recent research that highlights record connected TV ad spend, broader use of addressability tools like Household ID and IRIS_ID, and increased adoption of ViantAI for automated campaign execution. Analyst Commentary Recent research coverage on Viant Technology highlights a mix of optimism around the business model and tools, along with a few watchpoints that investors may want to keep in mind.ナラティブの更新 • Apr 22
DSP: Connected TV And Addressable Identity Will Drive Future Upside
Analysts have increased their average price targets for Viant Technology by $0.50 to $17.00, citing stronger ex-TAC revenue and adjusted EBITDA, record CTV ad spend, broader use of addressability tools, and growing adoption of ViantAI as key reasons for the updated view. Analyst Commentary Bullish analysts are framing the latest research as a constructive reset higher for Viant Technology, pointing to stronger fundamentals and product traction as the basis for their updated views.ナラティブの更新 • Apr 08
DSP: Connected TV And Cookieless Targeting Will Support Future Upside
Analysts have nudged Viant Technology's target higher, with one firm moving from $16.50 to $17 and another setting $14.50. They cited strong Q4 ex-TAC revenue and adjusted EBITDA, record CTV ad spend, broader uptake of its addressability tools, and growing use of ViantAI to automate campaigns.ナラティブの更新 • Mar 25
DSP: Connected TV And Cookieless Targeting Will Drive Future Upside
Analysts have nudged their average price target for Viant Technology slightly higher to $14.50, citing stronger CTV-driven ex-TAC revenue, improved adjusted EBITDA, and growing traction for ViantAI and cookieless targeting solutions as key factors supporting this updated view. Analyst Commentary Recent research commentary highlights a mix of optimism around Viant Technology's connected TV focus and AI tools, paired with ongoing questions about how durable these drivers may be over time.ナラティブの更新 • Mar 11
DSP: Connected TV Focus And Cookieless IDs Will Drive Future Upside
Analysts have adjusted their price target on Viant Technology to $14.50 from $15.50, citing its focus on connected TV, proprietary cookieless IDs, and ViantAI automation as key supports for the updated view. Analyst Commentary Recent research highlights Viant Technology’s positioning around connected TV, cookieless IDs, and automation, and the updated $14.50 price target reflects a more measured stance on what the company may reasonably achieve from here.ナラティブの更新 • Feb 24
DSP: New Partnerships And Autonomous Ad Outcomes Will Support Future Upside
Analysts have nudged their price target for Viant Technology higher to $21.44, reflecting slightly updated assumptions for discount rate, revenue growth, profit margin and future P/E, which together point to a modestly more optimistic risk and earnings profile for the stock. What's in the News Airtory announced an integration with Viant's demand side platform, giving advertisers using Viant access to Airtory's creative automation and deployment tools for rich media display, social display, online video, CTV, DOOH and retail media campaigns (Key Developments).ナラティブの更新 • Feb 10
DSP: New Creative And Autonomous Ad Tools Will Drive CTV Share Recovery
Analysts have held their fair value estimate for Viant Technology steady at $17.60, with only marginal tweaks to inputs such as the discount rate, revenue growth, profit margin, and projected P/E. This reflects a largely unchanged view of the stock's risk and return profile.ナラティブの更新 • Jan 27
DSP: Multi Year Molson Coors Partnership Will Support Future Upside Potential
Narrative Update on Viant Technology Analysts trimmed their 12 month price target on Viant Technology to $16 and, despite this reduction, continue to point to strong Q3 execution, a recently announced multi year Molson Coors partnership, and updated assumptions around revenue growth, profit margins, discount rate, fair value of $15.50, and a lower future P/E estimate as the key drivers of their revised view. Analyst Commentary Recent Street commentary around Viant Technology has centered on how to balance solid Q3 execution with a more conservative stance on valuation.分析記事 • Jan 20
Here's What's Concerning About Viant Technology's (NASDAQ:DSP) Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...ナラティブの更新 • Jan 12
DSP: Enterprise Pipeline And CTV Share Will Support Future Upside
Narrative Update on Viant Technology Analysts have trimmed their price targets on Viant Technology, with one moving from $18 to $16 and another initiating at $14.50, citing solid Q3 execution, a new multi year Molson Coors partnership, and expectations that Viant's connected TV and AI driven capabilities can support ongoing ex TAC revenue growth. Analyst Commentary Recent Street research on Viant Technology has leaned constructive, with bullish analysts focusing on execution in Q3, new enterprise wins, and the potential impact of connected TV and AI driven tools on future growth and valuation.ナラティブの更新 • Dec 26
DSP: Enterprise Ad Pipeline And CTV Expansion Will Drive Future Upside
Analysts have modestly reduced their price target on Viant Technology to $16 from $18. This reflects a slightly lower valuation multiple, even as they cite strong Q3 execution, an expanding enterprise ad spend pipeline, and growing connected TV and AI driven revenue as support for continued double digit growth.ナラティブの更新 • Dec 12
DSP Strong CTV And Enterprise Deals Will Drive Future Upside
Analysts have trimmed their average price target on Viant Technology to approximately $21 from about $25, reflecting higher discount-rate assumptions and sharply lower margin expectations. At the same time, they continue to cite strong recent results, expanding connected TV exposure, and new enterprise partnerships as support for ongoing double-digit revenue growth.ナラティブの更新 • Nov 27
DSP: Multi-Year Partnership With Major Beverage Firm Will Drive CTV Share Recovery
Analysts have raised Viant Technology's fair value estimate slightly from $17.55 to $17.60. They cite resilient revenue growth, improved profitability, and continued upmarket momentum, despite a modest reduction in price targets following recent earnings and strategic partnerships.ナラティブの更新 • Nov 13
DSP: Multi-Year Enterprise Partnerships Will Drive Share Recovery in Connected TV
Analysts have lowered their fair value estimate for Viant Technology from $19.00 to $17.55 per share. They cite both stronger revenue growth expectations and reduced profit margins as drivers behind the revised outlook.分析記事 • Nov 12
Improved Revenues Required Before Viant Technology Inc. (NASDAQ:DSP) Stock's 29% Jump Looks Justified
Viant Technology Inc. ( NASDAQ:DSP ) shares have had a really impressive month, gaining 29% after a shaky period...ナラティブの更新 • Sep 04
Digital Migration And AI Will Unlock New Markets
Viant Technology’s price target was modestly reduced to $19.00 as near-term caution over Q3 guidance and campaign delays offset optimism around its differentiated CTV technology and promising AI product cycle. Analyst Commentary Bullish analysts highlight Viant's competitively differentiated technology for Connected TV advertisers, viewing its positioning as superior within the ad tech landscape.分析記事 • Sep 03
Viant Technology Inc. (NASDAQ:DSP) Not Doing Enough For Some Investors As Its Shares Slump 25%
The Viant Technology Inc. ( NASDAQ:DSP ) share price has fared very poorly over the last month, falling by a...分析記事 • Aug 14
Viant Technology Inc. Just Reported A Surprise Profit And Analysts Updated Their Estimates
NasdaqGS:DSP 1 Year Share Price vs Fair Value Explore Viant Technology's Fair Values from the Community and select...分析記事 • May 07
Weekly Picks: 🫣 DSP's Potential, VOLV's Bold Plans and DOCN's Tailwinds
This week’s picks cover: Why Viant Technology is well positioned in the booming connected TV market, how Volvo will grow into a global leader in electric and autonomous trucks, and why Digital Ocean has multiple tailwinds driving its adoption
新しいナラティブ • May 06
Viant Technology: A Rising AdTech Challenger in the AI-Powered CTV Market
AI-powered, high-growth mid-cap stock in the digital ad space with strong long-term upside potential.Seeking Alpha • Apr 16
Viant Technology: Wait On The Sidelines For Now
Summary Viant Technology, an advertising technology business, is underperforming other tech and Russell 2000 stocks by 2x this year. Much of the weakness this year has germinated from the 3rd of March when the company announced its Q4 results as well as the acquisition of Lockr. Forward valuations for DSP are not cheap, but impressive EBITDA and EPS growth projections may justify the premium for some investors. Technical analysis validates the bearish pressure, with DSP trading below its key moving averages and its long-term trend line, while its high-beta facet makes it a risky bet at this juncture. Read the full article on Seeking Alpha分析記事 • Mar 10
Viant Technology's (NASDAQ:DSP) Solid Earnings Are Supported By Other Strong Factors
Viant Technology Inc.'s ( NASDAQ:DSP ) earnings announcement last week was disappointing for investors, despite the...分析記事 • Mar 05
Viant Technology Inc. Just Missed EPS By 16%: Here's What Analysts Think Will Happen Next
There's been a major selloff in Viant Technology Inc. ( NASDAQ:DSP ) shares in the week since it released its full-year...分析記事 • Feb 07
Viant Technology Inc.'s (NASDAQ:DSP) Shares Bounce 28% But Its Business Still Trails The Industry
Viant Technology Inc. ( NASDAQ:DSP ) shares have continued their recent momentum with a 28% gain in the last month...Seeking Alpha • Feb 01
Viant: Promissing Trade Desk Challenger Focused On CTV
Summary Viant is undervalued and poised for revenue growth, with a niche strategy in dominating household CTV programmatic advertisement, making it a buy. Viant's differentiation lies in targeting households instead of individuals, enhancing its CTV advertising effectiveness and providing a competitive edge over The Trade Desk. Despite lower gross margins and R&D spending, Viant's valuation is attractive, with strong potential for revenue growth and multiple expansion, supported by positive market trends. Read the full article on Seeking Alpha
新しいナラティブ • Jan 18
AI Rollout And IRISTV Acquisition Will Expand Customer Base And Connected TV Capabilities
Viant's acquisition of IRIS.TV and focus on CTV and streaming audio positions it for revenue growth and increased ad spend due to enhanced targeting.Seeking Alpha • Dec 19
Viant Technology: Establishing Itself As A Dominant DSP For The CTV Market (Rating Upgrade)
Summary Shares have risen over 50% since the release of strong Q3 results. The 21% year-over-year increase in contribution ex-TAC for Q3 was coupled with rapidly improving profitability, demonstrating the operating leverage in the business. The continued strength of its AI and CTV offerings have increased my confidence in its prospects. At the current valuation of nearly 25 times next year’s FCF, I am upgrading shares to a Buy. Read the full article on Seeking Alpha分析記事 • Nov 15
Earnings Beat: Viant Technology Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Viant Technology Inc. ( NASDAQ:DSP ) just released its third-quarter report and things are looking bullish. It was a...分析記事 • Nov 08
There Is A Reason Viant Technology Inc.'s (NASDAQ:DSP) Price Is Undemanding
With a price-to-sales (or "P/S") ratio of 0.9x Viant Technology Inc. ( NASDAQ:DSP ) may be sending very bullish signals...Seeking Alpha • Aug 30
Viant Technology: Strong Growth Prospects, Yet Shares Are Fully Valued
Summary Shares are up 60% this year, following strong growth and improved profitability in the underlying business. The company is successfully leveraging AI on its platform to deliver significant ROI for clients on their ad spend. The company will likely see strong growth and rising margins in the second half of this year, while benefiting from political ad spend. I consider shares fully valued at an EV/FCF multiple of 20, leading me to a Neutral rating. Read the full article on Seeking Alpha分析記事 • Jul 26
Further Upside For Viant Technology Inc. (NASDAQ:DSP) Shares Could Introduce Price Risks After 27% Bounce
Viant Technology Inc. ( NASDAQ:DSP ) shares have continued their recent momentum with a 27% gain in the last month...分析記事 • Jul 02
Is There An Opportunity With Viant Technology Inc.'s (NASDAQ:DSP) 48% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Viant Technology fair value estimate is US$20.07 Viant...株主還元
| DSP | US Software | US 市場 | |
|---|---|---|---|
| 7D | 1.3% | -2.0% | 1.4% |
| 1Y | -11.5% | -17.7% | 25.7% |
業界別リターン: DSP過去 1 年間で-17.7 % の収益を上げたUS Software業界を上回りました。
リターン対市場: DSPは、過去 1 年間で25.7 % のリターンを上げたUS市場を下回りました。
価格変動
| DSP volatility | |
|---|---|
| DSP Average Weekly Movement | 9.9% |
| Software Industry Average Movement | 10.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: DSP 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: DSPの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1999 | 408 | Tim Vanderhook | www.viantinc.com |
Viant Technology Inc.は、コネクテッドTV（CTV）、ストリーミングオーディオ、デジタル・アウト・オブ・ホーム、モバイル、デスクトップなど、複数のチャネルにおけるデジタル広告のプログラマティック購入を可能にするクラウドベースのデマンドサイドプラットフォーム（DSP）を運営しています。人工知能製品群「ViantAI」、オムニチャネルキャンペーンとアクセス指標を管理する統合プラットフォーム「Holistic, Omnichannel DSP」、デジタル識別子と個人識別子を正規化された世帯プロファイルに統合する「Household ID」、広告をサポートするストリーミングメディアにおけるプランニング、ターゲティング、測定ソリューションを強化するために、パートナーがビデオレベルのデータを共有できるようにするコンテンツ識別子「IRIS_ID」、主要な洞察、レポート、アトリビューションの機会を得るために、ファーストパーティデータとトップクラスのサードパーティデータプロバイダーのデータを統合する機能を提供する「Viant Data Platform」を提供している。また、プレミアムインベントリへの直接アクセスを可能にするサプライパス最適化プログラム「ダイレクト・アクセス」、コンバージョンリフト、マルチタッチアトリビューション、フットトラフィックデータレポート、デジタル・アウト・オブ・ホームリフト、セールスレポート、ROAS分析などを提供する「アドバンスド・レポーティング・アンド・メジャーメント」、広告キャンペーンや基礎となるデータインフラの透明性とコントロールを顧客に提供する「フレキシブル・カスタマー・エンゲージメント・モデル」なども提供している。同社は、様々な市場でのビジネス開発に焦点を当てたダイレクトセールスチームを通じてプラットフォームを販売している。同社は、プログラマティック広告在庫の購入者、大手、独立系、中堅の広告代理店、マーケティング担当者を顧客としている。旧社名はインタラクティブ・メディア・ホールディングスで、2015年1月にヴィアント・テクノロジー社に社名変更した。同社は1999年に設立され、カリフォルニア州アーバインに本社を置いている。
Viant Technology Inc. 基礎のまとめ
| DSP 基礎統計学 | |
|---|---|
| 時価総額 | US$736.60m |
| 収益（TTM） | US$9.09m |
| 売上高(TTM) | US$362.10m |
24.8x
PER（株価収益率0.6x
P/SレシオDSP は割高か？
公正価値と評価分析を参照収益と収入
| DSP 損益計算書（TTM） | |
|---|---|
| 収益 | US$362.10m |
| 売上原価 | US$198.70m |
| 売上総利益 | US$163.40m |
| その他の費用 | US$154.31m |
| 収益 | US$9.09m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.45 |
| グロス・マージン | 45.12% |
| 純利益率 | 2.51% |
| 有利子負債／自己資本比率 | 0% |
DSP の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/21 13:34 |
| 終値 | 2026/06/18 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Viant Technology Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14
| アナリスト | 機関 |
|---|---|
| Alexandra Ross | Berenberg |
| Nathaniel Schindler | BofA Global Research |
| Zachary Cummins | B. Riley Securities, Inc. |